Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Byrne is a financial advisor who has been in the industry since 1993. Jacqueline is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in New York and Texas. Jacqueline has worked for several well-known financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Credit Suisse Securities (USA) LLC. Jacqueline provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jacqueline is a licensed principal with expertise in municipal securities, options, and general securities. Jacqueline also owns rental property in Angola, New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/01/2021 - Present
Rockefeller Financial LLC (ANGOLA NY)
TX
10/02/2017 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
03/04/2016 - 09/29/2017
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
01/05/2015 - 03/22/2016
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
NY
12/20/2012 - 12/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
IL
04/21/2006 - 12/13/2012
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
MD
01/11/1999 - 05/10/2006
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
11/19/1997 - 11/24/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
09/01/1997 - 10/27/1997
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
05/19/1993 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
08/03/1992 - 03/15/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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